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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,656 | $154,209-1.0% | $130,062+17.4% | $139,487+9.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.17% | 32.52%-17.3pp | -137.37%+152.5pp | 373.84%-358.7pp |
| Employer contribution / active EE | $4,290 | $5,292-18.9% | $4,322-0.7% | $4,755-9.8% |
| Participant deferral / active EE | $14,281 | $6,709+112.9% | $5,821+145.3% | $6,713+112.7% |
| Admin fee / account holder | $607 | $13,988-95.7% | $10,601-94.3% | $11,407-94.7% |